Lumbard & Kellner, LLC RSP Holdings History
Lumbard & Kellner, LLC's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2025-03-31, Lumbard & Kellner, LLC held 48,043.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $8.32 Mil. This investment constitutes 3.67% of their stock portfolio, and Lumbard & Kellner, LLC now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2020Q4. And since then Lumbard & Kellner, LLC has made 9 purchases of RSP, at an average price of $143.50, for a total of 64,917.00 shares. In addition, there have been 9 sales at an average price of $147.60 for 16,874.00 shares. Based on historical transaction data and RSP's current price of $184.50, Lumbard & Kellner, LLC's estimated gain on his RSP holdings is $2.04 Mil, reflecting a 21.89% gain to date.
Lumbard & Kellner, LLC RSP ($184.50) Holding Chart
Lumbard & Kellner, LLC RSP ($184.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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